Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$933,151
-$659,663 QoQ
Shares Held
71,012
-50.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PURSUIT WEALTH STRATEGIES, LLC holds $3,912,739 across 7 Asset Management names. IVZ ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
53,624 | $1,555,632 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
71,012 | $933,151 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
43,517 | $510,889 | |
| 4 | RJF |
Raymond James Financial Inc
|
2,633 | $400,294 | |
| 5 | VMO |
Invesco Municipal Opportunity Trust
|
32,081 | $316,639 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
15,278 | $140,863 | |
| 7 | STT |
State Street Corp
|
1,031 | $55,271 |
No Holdings History
No holdings records found for this institution in IVZ.